Anic Equity¶
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Total return since start: 0.563 %¶
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Equity now: -----------------------------> 47749.17 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46354.29 Kr¶
PnL: ---------------------------------------> -534.28 Kr¶
DD now: ---------------------------------> -1.811 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 10:27:34.400785'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 1.880000 | 2845.500000 | 209.500000 | 7.950000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.500000 | 3120.000000 | 149.000000 | 5.020000 | 2971.000006 |
| Corem Property Group B | 59 | 3.390000 | 664.930000 | 87.930000 | 15.240000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.740000 | 432.400000 | 77.400000 | 21.800000 | 355.000000 |
| FM Mattsson Mora Group B | 50 | 1.020000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| HMS Networks | 2 | 1.010000 | 719.200000 | 46.200000 | 6.860000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.760000 | 3475.360000 | 21.360000 | 0.620000 | 3453.999992 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.040000 | 264.480000 | 18.480000 | 7.510000 | 246.000000 |
| Intrum | 4 | 2.440000 | 545.400000 | 18.400000 | 3.490000 | 527.000000 |
| Eastnine | 4 | 0.630000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| Essity A | 4 | 0.520000 | 1164.000000 | 15.000000 | 1.310000 | 1149.000000 |
| Coor Service Management Hold. | 8 | 0.000000 | 546.000000 | 14.000000 | 2.630000 | 532.000000 |
| Norva24 Group | 16 | 0.000000 | 553.280000 | 10.280000 | 1.890000 | 543.000000 |
| AcadeMedia | 12 | 0.680000 | 565.200000 | 8.200000 | 1.470000 | 557.000004 |
| OEM International B | 7 | -0.130000 | 536.200000 | 8.200000 | 1.550000 | 527.999997 |
| Essity B | 2 | 0.940000 | 581.800000 | 7.800000 | 1.360000 | 574.000000 |
| MedCap | 2 | 0.710000 | 427.000000 | 6.000000 | 1.430000 | 421.000000 |
| Karnov Group | 9 | -1.790000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Resurs Holding | 22 | -0.900000 | 579.700000 | 5.700000 | 0.990000 | 573.999998 |
| Midsona B | 63 | -0.640000 | 588.420000 | 5.420000 | 0.930000 | 582.999984 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.750000 | 565.950000 | 3.950000 | 0.700000 | 562.000005 |
| Handelsbanken A | 5 | 0.320000 | 547.500000 | 1.500000 | 0.270000 | 546.000000 |
| Creaspac SPAC | 6 | -0.210000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Boozt | 12 | -1.010000 | 1653.600000 | -0.400000 | -0.020000 | 1653.999996 |
| Securitas B | 6 | 0.680000 | 567.480000 | -2.520000 | -0.440000 | 570.000000 |
| Swedbank A | 3 | -0.280000 | 559.440000 | -4.560000 | -0.810000 | 564.000000 |
| CTEK | 13 | -0.650000 | 514.540000 | -19.460000 | -3.640000 | 533.999999 |
| SAAB B | 8 | 1.190000 | 3321.600000 | -55.400000 | -1.640000 | 3377.000000 |
| International Petroleum Corp. | 5 | 1.150000 | 526.500000 | -68.070000 | -11.450000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.190000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Vivesto | 1368 | -2.310000 | 521.210000 | -91.790000 | -14.970000 | 612.999432 |
| OX2 | 18 | -0.880000 | 1521.000000 | -143.000000 | -8.590000 | 1663.999992 |
| Axfood | 13 | -0.400000 | 3541.200000 | -214.800000 | -5.720000 | 3756.000001 |
| Ovzon | 52 | 3.300000 | 3094.000000 | -268.000000 | -7.970000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.910000 | 3433.500000 | -377.500000 | -9.910000 | 3810.999990 |
| TOTAL | 46354.290000 | -534.280000 | -1.81107% | 46888.564618 |
Updated:¶
'2023-01-16 10:27:46.655764'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-23'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
